| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,100 | 39,000 | 44.32% | ||
| 2 | HOWE & RUSLING INC | 750 | 26,000 | 29.55% | ||
| 3 | ROYAL BANK OF CANADA | 520 | 18,000 | 20.45% | ||
| 4 | BANK OF MONTREAL /CAN/ | 130 | 5,000 | 5.68% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
